Chase Miller

I have been experimenting with a new way to use Form 5500 data, and I am curious whether retirement plan professionals would find it useful—or consider it a bridge too far. I built a connection between a Form 5500 databaase and AI agents such as Claude Code and Codex. The technical name for the connection is an “MCP,” but the simplest explanation is that it works like a secure data source. A normal AI chatbot can talk and write using the open internet, but it cannot automatically reach into a specialized database. The MCP gives it permission to ask PlanProvider.Pro (like Judy Diamond) specific questions and return source-linked answers. You still ask the question in plain English. For example: • “Look up the retirement plan for these five companies and summarize the latest filing year, participants, and assets.” • “Who are the listed advisor, auditor, recordkeeper, and administrator for this plan?” • “Find retirement plan auditors in Texas and show me their profiles.” • “Turn this named list of prospective employers into a research brief and identify possible reasons for a conversation." So the real question may not be, “Would you let AI do your client acqustion research?” It may be, “Which parts of prospect research would you trust it to prepare before a human reviews the work?” I would especially like to hear from the skeptics: • What research task would you try first? • Where would you require a human checkpoint? • What mistake or privacy concern would make you refuse to use it? Here is the plain-English overview and setup guide: https://planprovider.pro/form-5500-ai-mcp Full disclosure: I built this, and I am looking for candid feedback—not just compliments.

I found Judy Diamond pretty expensive and dated for viewing public Form 5500 data, so I built this. You can view a plans 3-year (and counting) Form 5500 history with benchmark comparison for free. Gusto's plan as an example https://planprovider.pro/companies/gusto-zenpayroll-401k-plan For $300 per year, you can download a competitor's client list, like Pension Assurance's 969 plans here - https://planprovider.pro/provider/pension-assurance-llp Actively building out the tool, so let me know if there is a feature you would want.